Nonprofit · EIN 04-6076048
MARY M B WAKEFIELD CHARITABLE TRUST
Also known as KEYSTONE TRUST COMPANY TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,196,103 | $815,073 | $1,381,030 | $26,592,197 | $33,536 | $26,558,661 |
| December 31, 2023 | 990-PF | $455,264 | $824,532 | -$369,268 | $25,212,540 | $34,909 | $25,177,631 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $51,544
- Dividends
- $735,480
- Net gain from sales of assets
- $1,495,009
- Other income
- -$85,930
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $127,529
- Salaries, compensation and benefits (total)
- $142,355
- Disbursements for charitable purposes
- $491,635
- Excise tax on investment income
- $27,722
Balance sheet and other
- Total assets, start of year
- $25,212,540
- Total assets, end of year
- $26,592,197
- Total liabilities, end of year
- $33,536
- Net assets, end of year
- $26,558,661
- Fair market value of assets
- $42,483,477
- Qualifying distributions
- $763,483
- Net investment income
- $2,192,188
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEB MERRIAM 1465 BRUSH HILL RD, MILTON, MA 02186 | EXECUTIVE DIRECTOR | 40 | $127,529 | $26,800 |
| MATTHEW NOISEUX 1465 BRUSH HILL RD, MILTON, MA 02186 | LANDSCAPING DIR Highest-paid employee | 40 | $80,104 | $4,626 |
| ELLEN SCHEID 1465 BRUSH HILL RD, MILTON, MA 02186 | ARBORETUM Highest-paid employee | 40 | $56,000 | $0 |
| GORDON C BARRETT 125 HIGH STREET STE 1802, BOSTON, MA 02110 | TRUSTEE | 4 | $0 | $0 |
| NATHALIE S BINNEY 19 CHESTNUT STREET, SALEM, MA 01970 | TRUSTEE | 1 | $0 | $0 |
| WILLIAM R HEARTY 1465 BRUSH HILL RD, MILTON, MA 02186 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEB MERRIAM 1465 BRUSH HILL RD, MILTON, MA 02186 | EXECUTIVE DIRECTOR | 40 | $94,050 | $23,091 |
| MARK SMITH 1465 BRUSH HILL RD, MILTON, MA 02186 | FORMER EXEC DIRECTOR Highest-paid employee | 40 | $86,565 | $5,013 |
| MATTHEW NOISEUX 1465 BRUSH HILL RD, MILTON, MA 02186 | LANDSCAPING DIR Highest-paid employee | 40 | $73,302 | $3,288 |
| BRIDGET GAFFNEY 1465 BRUSH HILL RD, MILTON, MA 02186 | ARBORETUM Highest-paid employee | 40 | $34,625 | $0 |
| GORDON C BARRETT 125 HIGH STREET STE 1802, BOSTON, MA 02110 | TRUSTEE | 4 | $0 | $0 |
| NATHALIE S BINNEY 19 CHESTNUT STREET, SALEM, MA 01970 | TRUSTEE | 1 | $0 | $0 |
| WILLIAM R HEARTY 1465 BRUSH HILL RD, MILTON, MA 02186 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST STE 1802, BOSTON, MA 02110-2753
- In care of
- % SIPPICAN CAPITAL ADVISORS
- Signed the 990-PF
- GORDON BARRETT, TRUSTEE
- Phone
- (857) 263-8101
- Website
- WAKEFIELDTRUST.ORG
- Return prepared by
- GERALD T REILLY & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6076048
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $26,592,197
- Income (IRS master file)
- $7,385,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,196,103 | $815,073 | $26,592,197 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $455,264 | $824,532 | $25,212,540 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6076048).
Questions about MARY M B WAKEFIELD CHARITABLE TRUST
- What is the EIN of MARY M B WAKEFIELD CHARITABLE TRUST?
- The employer identification number (EIN) of MARY M B WAKEFIELD CHARITABLE TRUST is 04-6076048.
- Is MARY M B WAKEFIELD CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MARY M B WAKEFIELD CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MARY M B WAKEFIELD CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY M B WAKEFIELD CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY M B WAKEFIELD CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARY M B WAKEFIELD CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $127,529 (DEB MERRIAM, EXECUTIVE DIRECTOR).
- How much revenue does MARY M B WAKEFIELD CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,196,103, expenses of $815,073 and total assets of $26,592,197 at year end.
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